Skip to main content

GBE Retrofit PAS 2035 (CPD) G#21613

By 6 June 2019June 18th, 2019CPD, Encyclopaedia, Files, Refurbishment

GBE Retrofit PAS 2035 CPD

GBE > Encyclopaedia > Files > CPD > G#21613

GBE Retrofit PAS 2035 CPD

GBE CPD Metadata

  • File Name: GBE CPD UK Post PAS 2035
  • File Type: Word, PDF and PPTX
  • File Size:
    • Word: 0.37 mb
    • Word to PDF: 0.5 mb
    • PDF Handout: 6.3 mb
    • PDF Show: 6.5 mb
    • PPTX: 6.4 mb
  • Number of Slides:
    • Word: 15 pages
    • PPTX: 114
    • PDF Show: 112 of 114
    • PDF Handout: 13 pages
  • Created for: DWF Direct Forks Forum
  • Presented to: DWF Direct Works Forum June 2019 Event
  • Author: BrianSpecMan aka Brian Murphy BSc Dip Arch (Hons+Dist)
  • © GBE NGS ASWS 2010 – 2019
  • Created:
    • Word: 03/06/19
    • PPTX: 06/06/19
  • Revision:
    • Word: 2
    • PPTX: 2
    • PDF: 2
  • Updated:
    • Word: 06/06/19
    • PPTX: 11/06/19
  • Previously published on Scribd: No
  • Scribd reads: None
  • CI/SfB: (W6)
  • CAWS 1987: Many and Cs in particular
  • CAWS 2012: Many
  • Uniclass 1 1997:
  • Uniclass 2 2012:
  • Uniclass 3 2015:
  • Tags: Retrofit, Refurbishment, PAS 2035, Dr Peter Rickaby, PAS 2030, ECO, GreenDeal, Decent Homes, Retrofit Coordinator, Carbon targets, Programme Costs.
  • ProductSets: Methods of Construction, Materials, Building Elements,
  • UserGroups: Housing, Refurbishers, Retrofitters, Students, Architects, Assistants, Technicians, Surveyors, Structural Engineers, Constructors

GBE CPD Content

GBE Retrofit PAS 2035 CPD

(without images; See the slide show for the pictures)

Retrofit Future-Proof Project

  • The following content edited up to: 06/06/19
  • The PowerPoint refined up to: 11/06/19
  • Notes following TGR BiteSize event at PTEa
  • Hear Audio Recording: Peter Rickaby PAS 2035 181114_0187.WMA
  • NB anything the speaker says or GBE interpretation is all subject to awaiting the final issue of PAS 2030 update and new PAS 2035

Speaker: Dr. Peter Rickaby


  • Each Home Counts Implementation Board
  • BSI Retrofit Standards Task Groups (PR is Chair) authors of PAS 2035

Speaker: Dan

Representing: The Green Register and Bristol Open Doors


BSI Retrofit Standards Framework

  • Objectives
    • Improve functionality and durability of buildings
    • Improve the comfort and well-being of occupants
    • Improve energy efficiency
    • Reduce environmental impact
    • Protect and enhance architectural heritage
    • Minimise the ‘performance gap’
    • Avoid unintended consequences
  • Principles
    • Focus on materials, workmanship and processes
    • Make retrofit standards accessible (online portal)
    • Combine technical standards with guidance


Issue to address:

  • Climate Change, Adaptation, Mitigation
    • Carbon Reduction
  • Fuel Poverty one of biggest complications to contend with
    • Families trying to keep warm, no focus on Carbon
    • 1990’s failures
    • Government modified counting methods to look better
    • Rises in Fuel Price wiped out savings,
    • Price increases ongoing
    • More Fuel Poverty not less
    • Choices between heating and food
    • People being imprisoned for failure to pay bills
  • Fabric First Approach?
    • except ‘no insulation without ventilation’



  • 27 m total homes
  • 4 m homes in social sector housing
  • 68% in private ownership
  • 25-30% of total emissions
  • 80% of buildings will still be standing in 2050
  • 20-25 m homes to retrofit by 2050
  • Current new Part L compliant buildings
    • Will be added to retrofit program later
    • Which year Part L are they built too (applications prior to building)
    • Even current Part L is inadequate
    • Performance Gap leave them inadequate



10-year-old data:

  • 2010-2050 40 years x 50 working weeks = 2,000 working weeks
  • 20m/2,000 = 10,000 completions per week
  • 25m/2,000 = 12,500 completions per week
  • 10,000 No. * £25,000 = £250 m/week expenditure
  • 12,500 No. * £25,000 = £312.5 m/week expenditure
  • £250 m/week expenditure x 50 weeks = £1.250 bn/year
  • £312.5 m/week expenditure x 50 weeks = £1.56 bn/year

Current data:

  • 2020-2050 30 years x 50 working weeks = 1,500 working weeks
  • 20m/1,500 = 13,333 completions per week
  • 25 m/1,500 = 16,667 completions per week
  • 13,333 No. * £25,000 = £333.3 m/week expenditure
  • 16,667 No. * £25,000 = £416.7m/week expenditure
  • £333.3 m/week expenditure x 50 weeks = £1.666 bn/year
  • £416.7 m/week expenditure x 50 weeks = £2.32 bn/year


  • 25m x £25,000 = £625,000 m (£625 billion) total expenditure
  • 10,000 homes per week
  • 7 x 24 x 60 = 10,080 minutes per week
  • 1 retrofit completion per minute


  • ‘Quantitive easing’ of 2008 banking crisis: £1,500bn
    • in one go, not spread over 30 years
  • BAIS busy now on other things: BREXIT?


Every Home is Different,

  • Russell Smith ex Parity Projects
  • Pie chart image (all in the same S London estate)
  • Size of Pie = Consumption level
  • Size of Sector = Different energy use breakdown
  • Buildings of different eras building types are different,
  • The overlay different occupant life style consumptions



  • Glasgow 2014: 4 tonnes of EWI fell from top floor of tower due to extra wind loads at 14 stories
  • Oxgang School 2014: Gable wall EWI + Brick slips fell due to wind loadings
  • Preston Estate 300 No. homes in private ownership
    • Kate Selincourt wrote in Passivehouse+ magazine
    • LA persuaded house owners to join
    • Funding under CESP Scheme
    • No Design, poor labour = Bad installation
    • Rain penetration around terrible details
    • Walls behind saturated, mould growth and uninhabitable
    • Getting fixes is proving difficult
    • Confronted Insulation Industry with this example
    • Each Home Counts: Challenged
  • Grenfell over 18 m tower block
    • 72 dead
    • Rainscreen cladding air gap
    • Fire and bad fire stopping
  • Hackett Inquiry Report:
    • Specification race to the bottom
    • Slow response to correct corner cutting culture or profit culture
  • Many other failures:
    • Mostly Cavity wall insulation used where walls are too exposed
    • EWI put on badly
    • BEIS tired of letters from owners about failures
    • Not just wet insulation but saturated buildings unlivable buildings
  • Most CITB approved Skills courses are for new build not Retrofit
    • Needs to expand its remit to include Repair Maintenance Improvement (RMI)
    • Whole new work force needed
    • Skills is not enough, Competence and Care are essential
    • Profit motivated management do not allow time to Care


Zoey Conway Radio 4 Today Programme

  • Poor insulation
  • Wet buildings
  • Life Changing
  • Unable to sell
  • Mostly carried out as part of ECO programme
  • See Also
    • GBE Issue Paper: External Wall Insulation


How did we get here?

  • Retrofit for a Future Programme
    • 86 projects, 115 HA Homes
    • Down to EnerPHit standard
    • Target: 17 kg/CO2/m2/year
      • Naively set and challenging
      • 25% met the target
    • Budget: £90,000
    • Assessment by extendedSAP or PHPP
    • PCR Post Completion Report to 40 units (by PR)
    • POE Post Occupancy Evaluation x2
    • 2 years of monitoring by EST
    • Expert review panel
    • Catapult Website
    • Book of 20 Case studies
    • Lessons Learned more about failures
    • Now think £25,000 per home if done at scale
  • See Also
    • GBE Peterborough Project
    • GBE Book of case studies


Where does it go wrong?

  • Edges, Junctions, Interfaces, Corners,
  • Services Interfaces, Controls, Occupant interaction
  • Ventilation is the biggest Problem
    • UK has not needed it and has no experience or know-how


GreenDeal (Milestone)

  • PAYS Pay as You Save
    • Principle established in Bristol Project
  • PAYS via GDP Green Deal Providers
    • Sainsbury’s, M&S, B&Q, etc.
  • Ministers: ‘Cowboy Builders Paranoia’
    • Of their own making, not allowing regulated control of builders
  • PAS 2030 Installation Standard
  • Golden Rule
    • Each system has to pay for itself within 25 years
    • Encouraged single system approach unless payback was slow
      • Insulation usually quickest
      • But insulation without ventilation can be problematic
      • Boilers without insulation did not make sense
      • Airtightness without ventilation is a problem
    • Then combinations could work together
      • Window and PVs slowest
      • But FIT and RHI payments complicated this



  • High Interest Rate (?Due to High Risk?)
  • No Promotion by Government
  • Underfunded assessment
  • No Design
  • Lack of Trust in the industry by consumers


ECO Energy Company Obligation

  • Threat of regulation and taxation
  • Following: Warm Front, CERT and CESP
  • Measures based system, one system at a time
  • Quotas encouraged mass single solution without consumer choice
  • Wrong Insulation: EWI whether you need it or not
  • SAP Standard Assessment Procedure
  • Keeping warm not reducing carbon
  • ‘Deemed Savings’: Criteria
  • The_______ECs
  • Measures Based
  • 3 years completed 3 more to go
  • Move away from individual measure towards whole house approach



  • ERDF Funded
  • Stoke on Trent Technical Hub
  • CoRE fellowship
  • Ran Seminars and Conferences
  • Developed role of Retrofit Coordinator (RC)
  • Training Programme for RC
  • Each Home Counts
  • 2015 Local government changed parties, funding cut
  • Now Retrofit Acadamy picked up the pieces



  • GLA
  • EIB Funded London Retrofit Support Programme
  • EU funding
  • Developed Risk management tools
  • London Homes Energy Efficiency Programme LHEEP
  • Tenders in to do £3m of work


STBA Sustainable Traditional Building Alliance

  • Neil May RIP founded it,
  • DECC loan Funded
  • Res_____ and Guidance
  • Report: Responsible Retrofit of Traditional Building
  • Solid wall construction
  • Online: Guidance Wheel

See Also:

  • GBE CPD GreenDeal & ECO
  • STBA
  • Retrofit Guidance Wheel


Centre for Moisture in Building

  • Set up by Neil May RIP
  • Peter Rickaby (speaker) is now Chair
  • Tools


Retrofit Process: GreenDeal and ECO

  • BEIS definition of the ‘Customer Journey’ (marketing jargon)
    • Assessment > ?Design? > Installation > Operation
    • Installers have no design skills
  • QA system based on PAS 2030 (Installation)
    • Aggregation of Industry based training
    • PAS 2030:2011 to 2014 not fit for purpose
    • Concerned with individual systems
    • Accrediting installers does not guarantee quality installation
    • Preserved high fragmentation of Supply Chain
    • 2017 extensive update to try to put it right
    • Ensure Design
    • Attend to interfaces between fabric and systems/measures
    • Address Ventilation: “No Insulation without Ventilation”


TGR Project (more later)

  • Focus in detail distributed elements no interface


Managing Risk in Retrofit

  • What are they and how to avoid them
  • Put design back
  • Technical Risks
    • Putting the correct package of improvements in place
      • Right Insulation for the house
      • Not EWI on a ventilated cavity wall
    • Managing the Interaction between measures
    • Managing moisture
    • Managing Indoor Air Quality (IAQ)
    • Managing and delivering Ventilation
    • Avoiding unintended consequences
      • g. stuff falling off
      • g. Insulation wrong materials causing overheating
    • Process Risks
      • Assigning tasks to right and competent people
      • Ensuring Appropriate Qualifications, Skills, competence & Tools
      • Auditing and Inspections of work
        • Based on Risk Assessments
      • Feedback loops in process for improvement
      • In the Spirit of Safety


Retrofit Coordinator role

  • Responsibility to see retrofit project is done right
  • Essentially a Project Manager (perceived as less expensive)
  • Identical role to Architects (perceived as expensive)
  • Cannot afford not to have this role
  • CoRE developed the role and the training
  • RC look after a library of Materials, Products, Details, Processes used in any given Retrofit
  • Ensure the right people are assigned to a Retrofit
    • Assessors doing Assessment
    • Feeding assessment into Design and Installation
    • Risk Assessments helps know what could go wrong
    • Target their Monitoring and Inspections during installation and after
    • Most importantly use a rapid feedback loop to learn quickly and change


New Risks

  • New materials appropriate to retrofit
  • Not new-build materials in a Retrofit project
  • A self-learning QA system for things we do not know yet

Risk Assessment

Rapid Feedback

New Technical Risk Matrix

  • Lisa Pasquale developed
  • Measure against measures
  • Blue inherent technical risk of measures
  • Risk of Measures
  • Risk of Interactions of measures or systems
  • Every permutation of systems have their own risk score
  • Like STBA Guidance Wheel
  • (translated to 3 languages already)



  • Risk in funding and failure of Green Deal
  • Having done the risk Assessments have you approached Financial world
  • Interest Rate of 7% was average over period compared with 3% mortgage
  • Too many other failures too complicated to assign one cause


GreenDeal Community Scheme did well

  • Private individuals in Cambridge
  • Landlords not interested
  • Provision for Tenant Cooperatives to take over social (communal) part of blocks of flats


Architect’s Training

  • Retrofit Coordinator developed with RIBA involvement
  • Perfect for small practices who do this type of work already but now with different funding scheme
  • Further obligations
  • Value Added Service


Drivers to make things happen

  • Barrier: High cost
  • Carrots and Sticks at same time
  • Sticks: Building Regulations
  • Carrots: Funding
  • Liberal Democrats
  • Greta Thunberg from Davos ‘behave as if your House is on Fire’
  • Selling Private house
  • Obligation


EPC Energy Performance Certificate

  • D towards A
  • Obligation on Private landlords C by 2030


Future Proofing in Bristol

  • Able to pay Programme
  • Enough People Want it, but do not know how to do it or who to do it well
  • Bringing the Builders up to speed
  • Attempt to Normalise it
  • ‘Next million First’
  • Able to pay
  • Already being green
  • Find them, do it right, shout about it
  • Develop the Supply chain
  • Parity Projects: £25,000 60% reduction
  • 1 in every street ideally
  • Bristol City Open Doors is a Big program to promote it
  • Postcode of visitors and demographics of them and location to them
  • Fuel Poor As well


‘Each Home Counts’ Bonfield Review

  • Chaired by Peter Bonfield CEO at BRE,
  • Industry led
  • Sponsored by DECC, DCLG, BEIS, MHCLG whichever
  • Consumer Advice, Standards,
  • 8-10 work streams
  • 27 Recommendations
  • Cross industry Implementation Board: £2m support so far
  • Transition
  • 2 Strategic objectives
    • Boost Demand (Cities involved)
    • Restore trust in the Industry
      • Reduce Risk to financial Bodies
      • (68% owner Occupied)



Establish Framework

  • Led by Industry (not like GreenDeal)
  • Government intervening only where necessary to create the scheme


Vision Diagram

  • Assessment                         Design             Install  Operation
  • Becomes >
  • Whole House Assessment Design             Install  Commission    Handover


  • Quality Mark = Trustmark supported by:
    • Retrofit Consumer Charter
    • Retrofit Code of Conduct (how to behave, not do)
    • Retrofit Code of Practice (new name Technical Standards)
  • Feed into training, etc.
  • Data warehouse: Records of all retrofits
    • Used by Trustmark Enforcement team
    • Pinpoint by risk assessment: building or measures to inspect
    • Monitoring and Evaluation
    • Lessons learning



  • Trustmark™ (TM)
  • Funded to develop the ‘Data Warehouse’
  • Government Owned and Endorsed quality scheme
  • TrustMark operates within a Master Licence Agreement issued by the Government’s Department for Business, Energy and Industrial Strategy (BEIS)
    • 3 cornerstones of quality
      • Technical Competence
      • Good Customer Service
      • Good Trading Practices
    • Working alongside MCS Micro-generation Certification Scheme (Renewables)
    • Trustmark and Retrofit members must adhere to Consumer Charter and Code of Conduct
    • ECO installers must be members of TM
    • TM & OFGEM require compliance with standards
    • Trying to persuade BEIS to expand scope beyond retrofit to HA, ALMO, etc.
    • Sanctions: Loss of Trustmark, no more work


BSI Retrofit Standard Task Group

  • Chaired by Dr. Peter Rickaby
  • Review 100s of standards that apply and deliver updates
  • Retrofit Technical Standards (renamed Code of Practice)
  • Feeds into training, specified products
  • NB: Certify the retrofit work done to buildings, not the Installer
    • Alternative has no effect on results
  • Underfunding erodes trained installers



  • Energy Efficiency
  • Maintain Buildings and heritage for our society
  • Looking after Occupants/Owners
  • Avoiding unintended consequences
  • Performance gap (misnomer)
    • Failing to meet savings claimed
    • Lack of attention to detail
  • EnerPHit + PHPP (Passive House Planning Package) addresses the details
    • Tells you which details to get right and how



  • Plain English
  • Focus on the materials, workmanship and process
  • Standards on line accessible by smart phone
  • Combine Tech standards and guidance
  • PAS 2035 >


PAS 2035: 2019


  • Any Domestic Retrofit
  • PAS Public anybody can use it: LA, HA, Individuals, designers, Cities (e.g. Bristol, London)
  • PAS 2030 must be in conjunction with requirements
  • Must have a design
  • Must also comply (where applicable) with: PAS 2030, BS 5250, BS 7913, MCS,



  • Energy Retrofit Project must have a Retrofit Coordinator (RC)
  • RC NVQ National Vocational Qualification on OFFQUAL website
  • Retrofit Coordinator RC is responsible for ensuring PAS 2035 compliance
  • Agreement with client
    • What are their objectives
    • Save energy or carbon
    • Have they achieved it
  • RC independence
    • Within installers doing design
    • In Architectural Practices
  • Responsibility:
    • Not design but can be
    • Might need PII (but difficult now)
    • PII is new so getting insured may be difficult
    • Architects already have PII


Exponential Curve

  • 60% £90,000 (includes risk factors)
  • 50% Reduction is good enough
  • Lots in fabric cost
  • 30-40% underfunded
  • Doing it properly needs 2 x the money or half the work
  • BEIS long discussions:
    • Cost of not doing it properly is huge:
    • Clawbacks, legal cases, insurance, remedial works, loss of progress and loss of faith


PAS 2035 (Risk assessment private no disclosure)

  • Flow charts
  • Content Diagram
  • _ & Guidance
  • 60 Pages +
  • Risk Assessment
    • Assessed risk determines the Path
  • 3 Processes = 3 Paths = 3 Routes
  • 3 Risk levels: A low risk B mid risk C high risk
  • Qualifications of people to suit each route


PAS 2035 Role of RC

  • Full list in document
  • Predates D&B Design & Build
  • Its what Architects do
  • Its not rocket science but it is complicated
  • That’s why we have a Retrofit Coordinator
  • Establish intended outcomes
    • Energy Efficiency
    • Cost cutting
    • Cutting CO2 emissions
    • Fuel saving
    • Fuel Poverty
    • Eliminating CBM?
    • Dealing with overheating
    • Better Internal Comfort
    • Improving SAP Rating
    • PHPP
    • Meeting EnerPHit
    • AECB Carbonlite Retrofit
    • Bio-based materials
    • Reduce VOCs in indoor air
  • RC Discuss with client
    • Select outcomes
    • Agree outcomes
    • Put numbers to it if ……
    • Do what was agreed and check it


PAS 2035 Risk Assessment

  • Carried out by RC
  • RC to organise Good advice
  • Before Survey
  • Pre-assessment (=Triage)
  • Annex B Pro-former A B or C based on 5 criteria
    • How many dwellings
    • Numbers of Buildings
    • Number of improvement measures/dwelling (more interactions between measures)
    • Type of construction
    • Built form: E.g. High rise
  • Measures have their own inherent technical risks
    • g. Internal wall insulation higher risk than cavity wall insulation
    • g. HP heat pumps more risk than a boiler
  • Highest risk Combination of measures
  • Construction of built form criteria
    • Conventional Construction = A
    • Low rise = A
    • High rise = C
  • Overall Risk Grade:
    • Best scores A, Worst score C, total project score = C = Path C


ITR Inerrant Technical Risk of the measures

  • 1-4 (none have no risk)
  • High Rise 3
  • Flat roof Insulation 3
  • Room in Roof Insulation 3
  • Micro CHP 3
  • ASHP 3
  • MVHR 3
  • PIV 3
  • Insulation 1
  • Airtightness 1


  • If Industry sector has good QA scheme – 1
  • Good details available – 1


Matrix of measures interactions

  • Green: No connection
    • Retrofit Designer: No other actions
  • Yellow: Physical interaction Junction Needs a detail
    • Retrofit Designer: Need to do detail
  • Amber: non-physical interaction
    • Heating & boiler needs complimentary specifications
    • Retrofit Designer: Need to write the specification
  • Red: do not do together
    • Retrofit Designer: Check design avoids these
  • Crude, but better than nothing


Source of detail does not matter

  • g. Jonny Baker of Red Carp in Manchester
  • Best Practice details
  • Minimise thermal bridges
  • Maintain airtightness


Whole Dwelling Assessment

  • What the assessor needs to look at
  • Assessors:
    • DEA
  • Not just rdSAP reduced data Standard Assessment Procedure
  • Other stuff:
    • Full scale whole assessment of building
    • Site Constraints
    • Heritage Architecture
    • Age of building
    • Building Condition what is wrong than needs putting right
    • Building Problems
    • Anything you will need for a SAP assessment
  • Granulated WDA according to Path A B or C
  • To be uploaded to the data Warehouse


Path A B or C separate

  • Path A does not need SAP or PHPP (optional)
  • ECO programme OFGEM dropped SAP
    • Used ‘Deemed scores’
    • Dumbed down assessment
    • Argued with OFGEM
    • SAP is back in here
  • Suggests EPC needed at end to reassess
    • Improvement options is useful
  • LIB+
  • Full SAP not rdSAP
  • SAP has many very Conservative Assessment
  • Design wants more details
  • IOE Improvement option evaluations useful
  • Need to add in Psi values
  • Needs a thorough survey to determine Psi values


BS 7913 Historic Significance Assessment

  • Process: very simple
  • Traditional Constructed
    • Pre-1919 (solid walls)
  • Protected:
    • Listed Building
    • Conservation Area
    • ANOB Area of Outstanding Natural Beauty
    • WHS World Heritage Site
    • Planning restriction imposed for other reasons
      • Urban context contribution
    • If any of these:
      • Assessment of Significance
      • To Retrofit Designer via RC to inform the design


Annex C Ventilation Assessment

  • A B or C all need this
  • “No Insulation without Ventilation”
  • Assessment:
    • Is the existing ventilation is adequate: yes or no
    • Condensation or mould existing: yes or no
    • No working ventilation present: none or not working
    • Present but incomplete or partial or inadequate design (including air vents)
    • Airtightness may be inadequate
    • Upgrade the ventilation system
  • Upgrade: if it is or it might become because of what we are doing….
    • Q50 > 5m2/m2h then
      • IEV Inter E Ventilation
      • PSV Passive Stack Ventilation
    • Q50 < 5m2/m2h then
      • CMV Continuous Mechanical Ventilation
      • MEV Mechanical Extract Ventilation
      • MVHR Mechanical Ventilation with Heat Recovery
      • PIV Positive Inward Ventilation
    • PIV Positive Inward ventilation
      • Pushes moisture into construction
      • (tried to get them out)
    • Calculations to acknowledge number of beds
      • Has to assume full occupation numbers of bedrooms or beds
      • BRAD F allows minimum occupation capacity
      • Greater occupation level, intensive occupation
      • Higher moisture levels in the air from breathing
      • Tend to have condensation and mould
    • Over provision
      • More ventilation
      • More fan power
      • More energy
      • More Noise
    • Demand Control room by room
      • So only matches demand to actual occupation level
      • Only ventilates where it is needed
    • To be uploaded to the data Warehouse


PAS 2035 Design

  • Designer to Design
    • Irrespective of path
  • Take account of:
    • Deliver the Client outcomes
    • Whole Dwelling assessment
    • Architectural Heritage context
    • Planning and Building Control constraints
    • Moistures management
    • Construction Details: cores, Junctions and edges
    • Interface between fabric, systems and occupants
    • Ventilation upgrade if required
    • Specify the testing and commissioning handover requirements
    • Specify Warranties Guarantees maintenance documents for all products are submitted
  • Design
    • A proper job
    • To be uploaded to the data Warehouse
    • Inspected by the Trust Mark assessor
    • Occupier Access


Path A

  • Single measure based on a systems
    • g. EWI, by manufacturer/installer
    • g. MVHR by engineer
    • Can be designed by specialist designer or engineer
    • Designer subject to approval by the RC
    • Check it fits the rest of the building and interacts with other parts
    • Avoid risk of standard product off shelf applied without consideration

Path B or C: also requires

  • IOE Improvement Option Evaluation
  • Based on SAP or PHPP
    • Look at effects of improvement measures
    • Provide Simple payback
    • Prior
  • Discuss with the client
    • This house, this budges, these measures
    • Agree with client
    • This become the retrofit-plan
  • Medium-term retro-improvement-plan
    • Future proofing up to 2050
    • If it can’t be done now
    • Plan what is next and when
  • Logged onto Data warehouse
    • Coexists with house
    • For owner/occupier and future owner/occupier access
    • Avoid doing things twice
    • Plays same role as HIP Home Information Pack
      • Previously dropped by government

Path C also requires:

  • = RIBA Conservation Qualification
  • = CIBSE List
  • = RICS List
  • = CITB List, etc,
  • Right people for the design, who know what they are doing



  • Must comply with PAS 2030:2019
  • Retrofit Installer must work to a design to PAS 2035:2019
    • Both locked into each other both ways
  • ?Validate the design: does it make sense
  • Qualification or competence of operatives
  • Method statement for works
  • Pre-installation Building Inspection
  • Purpose of the installation
  • Testing Commissioning and handover in accordance with the design and specification
  • Provision of Documents
  • Uploading to Data warehouse


Moisture Evaluation

  • Objective
  • Basic Monitoring
    • Every project
    • Within 3-6 months
    • But some may emerge later
    • CO2 measures outcomes difficult
  • Intermediate Monitoring
    • To get to the bottom of the problem
    • Investigates


Questionnaire to Client

  • Good professional service
  • POE Questionnaire
  • Satisfied with outcomes?
  • Unintended Consequences
  • Monetary Evaluation
  • Provision of documents
  • Basic monitoring


Retrofit Evaluator (RE)

  • (RC initially, RE Training to follow)
  • Advanced Monitoring: up to 1 year
  • RE responsible for Report
  • Paid for by industry/design team:
    • Deterrent to getting it wrong
    • Get it right first time
  • 3 months for most
    • Customer Option for 12 months
    • Heating needs longer to assess (1 heating season potentially 1.25 year)
  • Customer Satisfaction Difficult
    • Subjective
    • Won’t know
    • Satisfaction levels vary
    • Open to misuse
  • Public Access for later work
    • GDPR rules apply


Appendix A Qualifications

  • RA Retrofit Energy Advisor
    • C&G City and Guilds 6176 Energy Awareness training
  • RA Retrofit Assessor
    • Path A: Can be RC
    • Path B: DEA Domestic Energy Advisor
    • Path C:
      • DEA and some more ___
      • See RICS Guidance Note ‘Surveys of Residential Properties’,
      • Historic Building Qualifications
    • RC Retrofit Coordinator
      • Level 5 diploma in Retrofit ___ as standard
      • RPEL taken into accounts Rapid process CoRE or Retrofit Academy
      • 6 day training at CoRE or Retrofit Academy or online
      • Path A: qualified construction project management
      • Path B & C: qualified Retrofit coordinator
    • RD Retrofit Designer
      • Path A: RC, Architects, Technologist
      • Path B: Architects, Technologist, Professional member of CIOB
      • Path C: +Conservation Course Historic Building Qualifications
    • RE Retrofit Evaluators: RC until RE established
    • GDA Green Deal Assessor
    • RPEL Requires Prior Experience or Learning will apply to most of the above


Data warehouse

  • Trustmark™ (TM)
    • Funded to develop the ‘Data Warehouse’
    • Government Owned and Endorsed quality scheme
  • Data warehouse: Records of all retrofits
    • Used by Trustmark Enforcement team
    • Pinpoint by risk assessment: building or measures to inspect
    • Monitoring and Evaluation
    • Lessons learning
  • Whole House Assessment
    • To be uploaded to the data Warehouse
  • PAS 2035 Design
    • A proper job
    • To be uploaded to the data Warehouse
    • Inspected by the Trust Mark assessor
  • Design Logged onto Data warehouse
    • Coexists with house
    • For owner/occupier and future owner/occupier access
    • Avoid doing things twice
    • Plays same role as HIP Home Information Pack
      • Previously dropped by government
    • Ventilation Assessment
      • Uploading to Data warehouse
    • Installation:
      • Provision of Documents
      • Uploading to Data warehouse



  • Retrofit Project Risk Assessment
    • Whole dwelling
    • Ventilation
    • Determines Path A B or C
  • Qualification to suit Risk Path
  • Design essential
  • Ventilation essential
    • Assessment of existing
    • Upgrade subject to outcome airtightness
  • Measures Interaction Matrix (Inherent and combined risk)
    • Details of interfaces
  • Installation
  • Documents
  • Monitoring & Evaluation
  • Data Warehouse
  • Trustmark
  • Funding
  • All the ducks aligned


Next Steps

  • Transition Period
  • Standards Publish in May 2019
  • Certification information June 2019
  • 6 months period UKAS recertifying assessment bodies
  • 12 months period certification bodies to update
  • Takes you to November 2020
  • OFGEM to engage ECO Regulations to require Trustmark therefore PAS 2035
  • 19 Months to do it
  • Interim Pilots underway
    • Bristol and London
  • Getting Sectors and regulators engaged and make sure Trustmark is applied
  • Promote Trustmark on all housing Sectors
  • Require funding sector to adopt Trustmark
  • All of us to promote Trustmark

© GBE NGS ASWS BrianMurphy aka BrianSpecMan
6th June 2019 – 14th June 2019

GBE Retrofit PAS 2035 CPD

GBE CPD Images


Retrofit Future Working DOCX

Retrofit Future Working PDF

GBE CPD RetrofittingUKPostPAS2035 PDF Handout 9H13

GBE CPD RetrofittingUKPostPAS2035 PPTX

© GBE NGS ASWS BrianMurphy aka BrianSpecMan
6th June 2019 – 14th June 2019

GBE Retrofit PAS 2035 CPD
See Also:

GBE Refurbishement and Retrofit:

  • Find this file on GBE website at:
  • (this page)
  • Also Audio and Word and Handout PDF files
  • The full version of this presentation (much not shown)
  • Previous Presentations: (2010)
  • Decent Homes, GreenDeal and ECO
  • Retrofitting Targets Tactics Techniques
  • Links to over 40 Refurbishment and Retrofit CPD files

GBE News

GBE Links

GBE Library

Reference Publications/ Actions:

  • PAS 2030 Specification for the installation of energy efficiency measures (EEM) in existing buildings and insulation in residential park homes
  • PAS 2035 Retrofitting Dwellings for Improved Energy Efficiency: Specification and Guidance
  • BS 5250

Post Grenfell:

GBE Events

GBE CPD By others


  • PeterRickabyPAS2035 181114 0187.WMA


CPD Topics N#478


GBE Training

GBE Tools

GBE Checklist

GBE Issue Papers

GBE Jargon Buster

GBE Projects: Building

GBE Competitions

GBE Portfolio

GBE In-House CPD

Manufacturer’s CPD

GBE Manufacturer

GBE Products

GBE Accessories

GBE System

© GBE NGS ASWS BrianMurphy aka BrianSpecMan
6th June 2019 – 18th June 2019

GBE Retrofit PAS 2035 CPD

Leave a Reply